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PCP

Proficio Capital Partners Portfolio holdings

AUM $1.87B
1-Year Est. Return 30.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,244
New
Increased
Reduced
Closed

Top Buys

1
+$9.48M
2
+$5.93M
3
+$3.87M
4
BAC icon
Bank of America
BAC
+$3.87M
5
PALL icon
abrdn Physical Palladium Shares ETF
PALL
+$3.37M

Top Sells

1
+$4.87M
2
+$4.23M
3
+$2.9M
4
AAPL icon
Apple
AAPL
+$2.7M
5
BOI
Brookfield Mtge Opportunity Fd
BOI
+$1.99M

Sector Composition

1 Financials 9.16%
2 Energy 6.25%
3 Healthcare 4.74%
4 Technology 3.36%
5 Consumer Discretionary 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$2K ﹤0.01%
17
952
$2K ﹤0.01%
+122
953
$2K ﹤0.01%
64
-63
954
$2K ﹤0.01%
171
+114
955
$2K ﹤0.01%
55
956
$2K ﹤0.01%
105
957
$2K ﹤0.01%
55
-181
958
$2K ﹤0.01%
41
959
$2K ﹤0.01%
48
-23
960
$2K ﹤0.01%
1
961
$2K ﹤0.01%
222
+92
962
$2K ﹤0.01%
+54
963
$2K ﹤0.01%
69
-106
964
$2K ﹤0.01%
37
+3
965
$2K ﹤0.01%
25
966
$2K ﹤0.01%
30
-61
967
$2K ﹤0.01%
78
-11
968
$2K ﹤0.01%
153
-325
969
$2K ﹤0.01%
281
970
$2K ﹤0.01%
5
971
$2K ﹤0.01%
54
972
$2K ﹤0.01%
31
973
$2K ﹤0.01%
239
-62
974
$2K ﹤0.01%
+76
975
$1K ﹤0.01%
18
-84
37 38
39
40 41